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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

121 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
18
Increased
43
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$39.3M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
EC
3
Estate Counselors
Wisconsin
$3.48M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
Mariner
5
Mariner
Kansas
$37.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.46M
2
Invesco
2
Invesco
Georgia
$365M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
UBS Group
4
UBS Group
Switzerland
$32.8M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$9.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$180K +$1.27K +55 +0.7%
MFS
102
MSI Financial Services
Massachusetts
$148K +$23.1K +1,000 +18%
CAW
103
Cornerstone Advisors (Washington)
Washington
$134K +$134K +5,800 New
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$84K +$84K +3,625 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$78K +$78K +3,385 New
OSNBOA
106
Old Second National Bank of Aurora
Illinois
$63K – – –
LGWM
107
Litman Gregory Wealth Management
California
$62K – – –
IA
108
IFP Advisors
Florida
$60K +$53.5K +2,320 +829%
Citigroup
109
Citigroup
New York
$47K -$5.75K -250 -11%
AA
110
Ancora Advisors
Ohio
$40K +$40K +1,750 New
LNB
111
Ledyard National Bank
$37K – – –
PCTC
112
Perkins Coie Trust Company
Washington
$36K +$36K +1,575 New
WTB
113
Washington Trust Bank
Washington
$29K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$23K +$23K +1,005 New
TCM
115
TD Capital Management
Tennessee
$21K +$116 +5 +0.6%
SBL
116
Sargent Bickham Lagudis
Colorado
$11K – – –
TIM
117
Tortoise Investment Management
New York
$10K – – –
NFG
118
Next Financial Group
Texas
$3K – – –
BlackRock
119
BlackRock
New York
$3K +$2.64K +110 +733%
AIP
120
Ameritas Investment Partners
Nebraska
$3K +$3K +140 New
TH
121
Timber Hill
Connecticut
– -$1.36M -64,465 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$1.21M -57,535 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$1.18M -55,685 Closed
VKH
124
Virtu KCG Holdings
New York
– -$606K -28,750 Closed
BJL
125
Brighton Jones LLC
Washington
– -$248K -11,765 Closed
2 3 4
5
6